Wealth Effects LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Wealth Effects LLC

$218 Million
Q1 2025

A detailed history of Wealth Effects LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Wealth Effects LLC holds 12,090 shares of AMLP stock, worth $583,221. This represents 0.29% of its overall portfolio holdings.

Number of Shares

12,090

Previous 12,515 3.4%

Holding current value

$583,221

Previous $602,000 4.15%

% of portfolio

0.29%

Previous 0.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$48.65 - $53.06 $20,676 - $22,550	-425 Reduced 3.4%	12,090 $627,000
Q4 2024 Jan 22, 2025	SELL	$46.48 - $51.32 $15,803 - $17,448	-340 Reduced 2.64%	12,515 $602,000
Q3 2024 Oct 21, 2024	BUY	$44.66 - $49.15 $14,291 - $15,728	320 Added 2.55%	12,855 $605,000
Q2 2024 Aug 02, 2024	SELL	$45.03 - $48.19 $2,251 - $2,409	-50 Reduced 0.4%	12,535 $601,000
Q1 2024 Apr 22, 2024	SELL	$42.49 - $47.46 $34,416 - $38,442	-810 Reduced 6.05%	12,585 $597,000
Q4 2023 Jan 29, 2024	BUY	$40.49 - $44.3 $11,944 - $13,068	295 Added 2.25%	13,395 $569,000
Q3 2023 Oct 16, 2023	BUY	$39.2 - $42.47 $11,564 - $12,528	295 Added 2.3%	13,100 $552,000
Q2 2023 Jul 18, 2023	BUY	$37.31 - $39.69 $14,737 - $15,677	395 Added 3.18%	12,805 $502,000
Q1 2023 May 04, 2023	BUY	$36.35 - $41.08 $17,629 - $19,923	485 Added 4.07%	12,410 $479,000
Q4 2022 Feb 02, 2023	SELL	$36.81 - $42.09 $42,515 - $48,613	-1,155 Reduced 8.83%	11,925 $453,000
Q3 2022 Nov 14, 2022	BUY	$33.39 - $41.29 $436,741 - $540,073	13,080 New	13,080 $478,000

Others Institutions Holding AMLP

# of Institutions

805

Shares Held

99.3M

Call Options Held

367K

Put Options Held

1.23M

View Full List

About ALPS ETF TR ALERIAN MLP ETF

Ticker AMLP
Sector ETFs
Industry ETFs

More about AMLP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Account

Wealth Effects LLC Alps ETF Tr Alerian Mlp ETF Transaction History